Filed September 28, 1999 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $101,695 |
MITCHELL & TITUS, LLP3+ years Filed as: MITCHELL AND TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $48,925 |
VERIZON COMMUNICATIONS INC.3+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $38,574 |
AON CONSULTING2 years Service code 16 · EIN 22-2232264 | Consulting | $18,782 |
RR DONNELLEY3+ years Service code 16 · EIN 88-0222636 | Consulting | $10,975 |
DATA RESEARCH GROUP1 year Filed as: DATA BANK IMX Service code 15 · EIN 25-1921937 | Recordkeeping | $6,588 |
XEROX CORPORATION3+ years Service code 16 · EIN 16-0468020 | Consulting | $5,520 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,469 | $65,592+47.1% | $90,161+7.0% | $69,634+38.5% |
| Participation rate | 84.8% | 77.6%+7.2pp | 76.9%+7.9pp | 70.7%+14.1pp |
| Annual return | 9.02% | 57.10%-48.1pp | 34.89%-25.9pp | 27572.26%-27563.2pp |
| Employer contribution / active EE | $2,444 | $2,193+11.5% | $3,318-26.3% | $2,032+20.3% |
| Participant deferral / active EE | $4,942 | $5,257-6.0% | $5,287-6.5% | $3,224+53.3% |
| Admin fee / account holder | $133 | $86+55.3% | $5,943-97.8% | $110+20.5% |